Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.31M Buy
68,945
+7,479
+12% +$902K ﹤0.01% 1886
2025
Q1
$7.16M Buy
61,466
+17,027
+38% +$1.98M ﹤0.01% 1850
2024
Q4
$5.33M Buy
44,439
+7,676
+21% +$921K ﹤0.01% 2028
2024
Q3
$3.91M Buy
36,763
+416
+1% +$44.2K ﹤0.01% 2173
2024
Q2
$3.43M Buy
36,347
+496
+1% +$46.8K ﹤0.01% 2140
2024
Q1
$3.96M Buy
35,851
+457
+1% +$50.5K ﹤0.01% 1947
2023
Q4
$3.07M Buy
35,394
+1,856
+6% +$161K ﹤0.01% 2051
2023
Q3
$2.36M Buy
33,538
+7,468
+29% +$524K ﹤0.01% 2159
2023
Q2
$1.73M Sell
26,070
-86
-0.3% -$5.72K ﹤0.01% 2357
2023
Q1
$1.55M Buy
+26,156
New +$1.55M ﹤0.01% 2369